RWM

Rezny Wealth Management Portfolio holdings

AUM $479M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.1K
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$70.5K
2
+$12.9K
3
+$79

Top Sells

1
+$583K
2
+$259K

Sector Composition

1 Financials 83.86%
2 Consumer Staples 15.3%
3 Consumer Discretionary 0%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.5K 83.86%
+40
2
$12.9K 15.3%
+169
3
$634 0.75%
1,052
+131
4
$19 0.02%
148,968
+2,580
5
$15 0.02%
87,945
+2,031
6
$15 0.02%
152,871
+1,569
7
$8 0.01%
237,723
+5,775
8
$6 0.01%
116,508
+2,679
9
$4 ﹤0.01%
43,295
10
$3 ﹤0.01%
243,385
+5,909
11
– –
-6,880
12
– –
-12,713
13
$0 ﹤0.01%
222,360
+4,150
14
$0 ﹤0.01%
147,075
-6,400